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Recent Posts
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Monthly Archives: August 2018
You Go, Girl!
Posted in Uncategorized
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Week In Review – August 17
Summary Turkey continues to get crushed across the board with 10-year blowing out another 40 bps on the week to over 21 percent EM bond markets hammered U.S. credit continues to behave well Euro periphery spreads widening with Italy out … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Copper, Currencies, Emerging Markets, Global equity markets, Lumber, Performance, Stocks, Week in Review
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Global Risk Monitor – August 17
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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Feels Like 1997
Just back home after a week-long road trip to many major U.S. cities. The “Cranes Of Dubai” As an economist, I am always looking for anecdotal evidence of how the local economy is doing. What impressed me most was the … Continue reading
Watch Turkey
Traveling and out of touch. We are watching how the international community, especially the U.S, responds to Turkey’s economic crisis. Do U.S policy makers go the traditional route of trying to stabilize the situation through IMF, etc., or is it … Continue reading
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China’s Raises “The Other Nuclear Option”
We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading
China’s FX Reserves Increase
#China’s FX reserves surprisingly rose a for 2nd straight month to $3,118bn in Jul, from $3,112bn despite falling Yuan. Consensus had forecasted a drop to $3,107bn. pic.twitter.com/OFCEL4PaZw — Holger Zschaepitz (@Schuldensuehner) August 7, 2018
Commodity Correlation
Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — Tracy (𝒞𝒽𝒾 ) (@chigrl) August 7, 2018
Global Macro Monitor 